Accounts Receivable Specialist

Job Description - Accounts Receivable Specialist

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With over ten partner firms, several deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 40 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

Our partner firm, Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service certified public accounting firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC and White Plains. Join a rapidly growing organization with a strategic vision and dynamic plan.

The Accounts Receivable (A/R) Specialist will join our team in entering collections, posting, and reconciling batches, researching and resolving customer A/R issues, prepare aging reports, placing billing and collection calls, and maintaining and updating the firm’s A/R, database.

Key Responsibilities:

• Assist in accounts receivable and collection efforts of the firm

• Accurate recording and maintenance of client and collection documents

• Contact existing clients for general collection or to help resolve payment issues and possible setup of payment plans

• Process and post accounts receivable transactions received from various sources

• Generate reports for time, billing, and open A/R, and others as needed

• Attend meetings with management and partners to review collection efforts and areas for improvement

• Create and send invoices and statements, including monthly/quarterly billings

• Handle sensitive information in a confidential manner maintain strong customer relations

• Consistently maintain a professional demeanor

• Other duties may be assigned, as needed or required

Qualifications and Requirements:

• 3+ years of relevant experience in accounts receivable

• Strong analytical skills in accounts receivable and general accounting

• Detail oriented, accurate and able to multitask in a fast-paced environment

• Proficiency in Microsoft Excel, Outlook, and record keeping

• Strong written and verbal communication skills

Job Type: Full-time

Schedule: Monday – Friday, 9:00AM – 5:30PM

Work Location: In person

Ability to commute/relocate: Woodbury, NY: Reliably commute or planning to relocate before starting work (Required)

This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration.

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary starting at $75K annually , commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee
  only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term
  disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including
  access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.